Access Carrier Sites Quickly & Easily from the Partner Platform

Efficiency and speed are key drivers for growth. The Partner agency management system provides Real Time access your carriers’ sites quickly and securely. Passwords for all insurance agency employees and carriers are managed for a seamless, secure transition to the carrier site.

WebLink, UpLink and integration with IVANS Transformation Station, enable the passing of client information already entered in the Partner Platform directly to the carrier website to pre-fill required information and save valuable time on data entry.

  • ✔ Send electronic payments.
  • ✔ Send new policy details to quote and submit.
  • ✔ Send a policy change to quote and submit.
  • ✔ View billing status.
  • ✔ View claim status.
  • ✔ View policy declaration pages.

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